Form 990 Requests Can Now Be Made Online

Effective immediately, benefits administrators and finance administrators requesting assistance with the annual preparation of Internal Revenue Service (IRS) Form 990, Return of Organization Exempt from Income Tax, must use the new Form 990 Requests dashboard on the NRECA Employee Benefits website.

As previously communicated, users can select the participants to be included on their cooperative’s Form 990 filing for the 2023 tax year; add special instructions, comments or questions; and submit their requests. The Actuarial Services team will upload the change in actuarial value for requested participants to the dashboard, where users can retrieve them.

All Form 990 requests submitted through the dashboard before April 15, 2024, will be completed by April 30, 2024. Requests received on or after April 15, 2024, will be completed within 10 business days of the request date.

A Form 990 informational flier, also available on the dashboard, details the methodology used in NRECA’s calculations and provides an overview of the defined benefit plan information required when submitting Form 990 to the IRS.